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Excel Consulting

Excel Consulting

Australia’s Premier Excel Consulting Firm for Data-Driven Efficiency.

Transform Your Data Into Actionable Insights

Report Simple empowers Australian organisations to transcend basic spreadsheets and unlock the full potential of Microsoft Excel. Our team of advanced Excel consultants delivers enterprise-grade modelling, automation, and dashboarding solutions that drive operational clarity and bottom-line growth.

Save Time

Eliminate the inefficient, redundant and manual actions by automating  reporting

Dashboards

Allow for dynamic reports rather than static spreadsheets

New Insight

Make new discoveries and find opportunities within your business

Save Money

Identify cost savings and action accordingly

Easy Setup

Connect directly to all your favourite data sources

LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

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SERVICES

Advanced Financial Modelling

We build robust, error-free financial models that provide clear visibility into cash flow, forecasting, and strategic scenarios. Our rigorous auditing standards ensure your decision-making is based on accurate, reliable data logic.

VBA & Macro Automation

Eliminate repetitive manual data entry and human error by automating complex workflows with custom VBA scripting. We transform hours of manual processing into instant, one-click operations that streamline your business efficiency.

Business Intelligence Dashboards

Convert raw data into interactive, executive-level dashboards directly within Excel for immediate performance tracking. We design intuitive interfaces that visualise KPIs, enabling stakeholders to grasp trends and insights at a glance.

Data Integration & Power Query

Seamlessly connect spreadsheets to external databases, CRMs, and ERP systems using Power Query for real-time analysis. We structure your data pipelines to ensure your reporting is always up-to-date without manual intervention.

Spreadsheet Auditing & Remediation

Identify and fix critical errors, broken formulas, and security vulnerabilities in your legacy spreadsheets before they impact your business. Our forensic approach restores integrity to your data assets, ensuring compliance and peace of mind.

Our Proven Excel Consulting Process

We employ a structured, agile methodology to transform your chaotic spreadsheets into powerful business tools. From initial audit to final deployment, our process ensures accuracy, scalability, and seamless user adoption.

1
Discovery & Technical Audit

We begin by deeply analysing your current data architecture and spreadsheet ecosystem to identify inefficiencies, risks, and automation opportunities. This phase involves a comprehensive review of your business requirements to ensure the proposed solution aligns perfectly with your strategic objectives.

Custom Development & Modelling
2

Our experts engineer robust solutions using best-practice modelling standards, advanced formulas, and VBA automation to create stable and scalable tools. We prioritise user experience and data integrity, building systems that handle complex calculations while remaining intuitive for your team to use.

Validation, Training & Support
3

Before final handover, we subject the solution to rigorous stress testing and validation against real-world scenarios to guarantee zero-defect performance. We then provide tailored training sessions and ongoing support to ensure your team has the confidence to maintain and leverage the new system effectively.

FAQ

Why are organisations turning to Excel consulting to reduce reporting complexity, stabilise manual workflows, and build models that scale without breaking?

Excel consulting has become essential for organisations whose reporting environments have grown too complex or unreliable to support clear decision making. Many teams work with spreadsheets that were created quickly, expanded over years, and adapted by different people without shared rules. This leads to duplicated logic, hidden formulas, broken links, fragile macros, and conflicting versions that make reporting slower and riskier. Consultants rebuild this landscape by designing structures with transparent formulas, defined input zones, validated relationships, and consistent patterns that feel intuitive for users across finance, operations, workforce planning, and compliance. Once these foundations are restructured, reporting becomes significantly more dependable and easier to interpret.

Excel can also participate in a modern analytics ecosystem when models are properly constructed. It can connect to SQL databases, SharePoint sources, Power BI, Power Automate, and Copilot so data refreshes automatically rather than through repetitive manual steps. Organisations gain reporting that responds quickly, encourages collaboration, and reduces the noise that slows performance reviews or planning cycles. This shift allows Excel to function not as a temporary workaround but as a controlled analytical layer that supports growth while preserving accuracy. Structured well, Excel becomes a reliable entry point for Decision Intelligence, giving teams confidence in the numbers they rely on every day.

How does Excel consulting enhance AI assisted analytics while keeping human reasoning central to decision making?

AI can automate many tasks in Excel, but it cannot replace human judgement, organisational context, or the careful modelling that underpins accurate reporting. Excel consulting strengthens AI assisted analytics by rebuilding spreadsheets with clear structure, transparent formulas, validated modelling pathways, and consistent definitions. This ensures tools like Copilot interpret information correctly rather than amplifying errors hidden in legacy spreadsheets. When Excel follows disciplined design principles, AI can generate meaningful summaries, suggest transformations, detect anomalies, highlight risks, and assist with forecasting. Without this structure, AI struggles to differentiate between correct logic and inherited mistakes. Consultants prepare the environment so AI behaves responsibly and supports analytical accuracy rather than undermining it.

Report Simple designs Excel systems with Decision Intelligence at the centre so teams can combine AI with grounded human insight. We ensure workbooks communicate intent, logic remains easy to follow, and data integrity is never compromised by automation. Analysts learn how to evaluate AI outputs critically, understand why the model has made a recommendation, and verify whether the result aligns with genuine business behaviour. This balance of structure, governance, and human understanding protects organisations from over reliance on automation. When AI operates on well modelled spreadsheets, decision makers gain faster insight without sacrificing trust or clarity. This is how organisations modernise Excel with confidence, using AI to enhance capability while ensuring people remain firmly in control.

Can Excel consulting help organisations reduce operational delays by replacing manual spreadsheets with structured models that improve speed and accuracy?

Yes. Excel consulting can dramatically improve operational speed when manual spreadsheets are replaced with structured systems that behave predictably. Many organisations experience bottlenecks because their reporting depends on repeated copy paste work, inconsistent formulas, or uncontrolled macros that produce uncertain results. Once consultants reconstruct these files using tables, defined logic, data validation, and predictable refresh patterns, workflows become faster and errors drop significantly. A procurement team might experience this when a weekly cost model updates instantly from a linked data source rather than relying on dozens of manual adjustments that previously took hours and introduced uncertainty.

Report Simple strengthens these transformations by aligning Excel with the broader data ecosystem so models connect cleanly to SQL, SharePoint, PowerQuery, Power BI, and Fabric. This turns Excel into a stable reporting layer rather than an isolated spreadsheet. When teams no longer waste time reconciling different versions of truth or repairing broken workbooks, operational cycles shorten, forecasting becomes more accurate, and decision making improves. Structured models also make automation possible because they create a stable environment where workflows behave consistently over time.

How does Report Simple help organisations modernise Excel so their reporting becomes clearer, more accurate, and easier for teams to maintain?

Report Simple helps organisations modernise Excel by rebuilding workbooks with clarity, structure, and long term maintainability in mind. Many teams inherit spreadsheets built by different people with different approaches, which leads to inconsistent formulas, hidden logic, and unreliable results. We begin by mapping the organisation’s reporting needs, identifying which areas require new models, where definitions conflict, and how data should flow through the system. Our consultants then rebuild Excel with transparent formulas, structured tables, documented relationships, and clear input zones so users understand how the file works and where to make updates safely. Clients frequently describe our approach as calm and intuitive because the goal is not to overwhelm but to simplify.

We also integrate Excel with the modern Microsoft analytics stack so reporting becomes more automated and scalable. When Excel connects with Power Query, Power Automate, SharePoint, and Power BI, teams avoid repetitive manual tasks and gain a reporting environment that responds cleanly to operational change. This reduces cost, improves governance, and strengthens confidence in the numbers leaders use every day. By designing models that are intuitive rather than brittle, Report Simple ensures that Excel remains a reliable part of the organisation’s analytics ecosystem.

How does Excel consulting strengthen governance, version control, and modelling accuracy for teams that rely on spreadsheets for financial or operational reporting?

Excel consulting strengthens governance by creating a predictable framework that removes the uncertainty associated with uncontrolled spreadsheets. Many organisations rely on workbooks that evolve without documentation, making it difficult to track changes or verify which version is correct. Consultants introduce structure by defining naming rules, organising logic into consistent layers, protecting core formulas, and establishing clear pathways for how data enters and moves through the file. This prevents accidental overwriting, reduces formula drift, and ensures that reporting stays aligned with verified business definitions rather than user workarounds. Strong governance is particularly important for financial modelling, regulatory reporting, workforce planning, and budgeting where accuracy and auditability determine organisational trust.

Report Simple enhances these governance principles by connecting Excel to managed data sources so teams no longer rely on offline static files. When workbooks draw from SQL tables, SharePoint registers, or structured Power Query pipelines, version control becomes clearer and modelling remains accurate as reporting demands evolve. This gives leaders confidence that performance indicators are calculated consistently regardless of who updates the file. A well governed Excel environment also improves decision intelligence because analysts spend less time fixing errors and more time interpreting meaningful trends. By positioning Excel inside a controlled ecosystem, Report Simple helps organisations preserve flexibility while reducing the operational risk associated with unmanaged spreadsheets.

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

Related services & resources

While spreadsheets are powerful, integrating them with the broader data ecosystem unlocks enterprise-grade scalability and security. Connecting to cloud platforms and dedicated BI tools ensures your analytics infrastructure supports long-term growth and governance.

Frequently Used With Excel

Take Excel further with complementary technologies

  • Microsoft Fabric - centralise your data engineering and analytics for a unified source of truth

  • Azure - leverage cloud scalability and enterprise-grade security for your data assets

  • Power Apps - replace paper processes with tailored, low-code digital applications

Visualisation Options Beyond Excel

Discover related solutions that can support your data journey

  • Tableau - visualise complex datasets with intuitive, high-impact interactive dashboards

  • Power BI - transform raw inputs into real-time, shareable business intelligence reports

  • Looker Studio - create agile, web-based reports specifically designed for marketing metrics

Expand Your Excel Capabilities

Choose the level of expertise that matches your business needs

  • Excel Expert - access specialised proficiency for complex modelling and custom scripting needs

  • Excel Agency - deploy a cross-functional team to handle end-to-end data projects

  • Excel Contractor - engage flexible support to deliver specific project milestones on time

Examples from Data to Decisions

Learn how organisations turn data into decisions with these examples


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